See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,421 | $55,371-83.0% | $95,585-90.1% | $74,304-87.3% |
| Participation rate | 42.2% | 53.8%-11.6pp | 72.1%-29.9pp | 60.3%-18.2pp |
| Annual return | 36.99% | 24.26%+12.7pp | 38.56%-1.6pp | 29.43%+7.6pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,325 | $2,955-21.3% | $4,023-42.2% | $3,767-38.3% |
| Admin fee / account holder | $276 | $2,620-89.5% | $6,127-95.5% | $2,969-90.7% |